The first phase of the fall trend has now emerged (regarding chip sanctions against multiple ASEAN countries. It seems they don't want these middlemen to profit from the price difference). Currently, we are waiting to see how Brother Chuan will negotiate on the expiration of tariffs on July 9. Will it be postponed again? Or will it be fully imposed? That will be a matter for the second phase. The third phase involves the US and China eliminating middlemen to profit from the price difference, moving to direct point-to-point transactions. With our victory parade on September 3, will Trump attend? This could align with interest rate cuts to negotiate a 0 tariff between the US and China to offset inflation. It should be rare earths hitting chips, and manufacturing exports hitting agricultural exports. Both sides are likely to reach a 0 tariff agreement. At that time, it's time to buy the dip.